Referral and Invoices Coordinator

Overview

Position : Referral and Invoices Coordinator

Location : Hybrid

Organization : Insight Counselling & Skill Building Collective – PATH Employment Services

Employment Type : Full-Time

About Us

Insight Counselling & Skill Building Collective is part of PATH Employment Services and works in partnership with community-based therapists and funders to support individuals accessing therapeutic services connected to employment and well-being. Our work relies on accurate coordination, strong systems, and timely communication to ensure clients receive services without delay and providers are paid correctly.

Position Summary

The Referral and Invoices Coordinator is responsible for managing a high volume of referrals and invoicing using established Excel-based systems. This role requires exceptional attention to detail, strong Excel skills, and the ability to work independently with confidential client information. Accuracy is critical, as errors can impact client services, funding compliance, and timely payment to service providers.

This position supports a growing network of contracted therapists , making it well suited to someone who is comfortable working in an environment where volume and complexity increase over time.

Key Responsibilities

• Manage and track referrals to a growing roster of contracted therapists using Excel and MS Forms
• Receive, review, and reconcile therapist invoices for accuracy and completeness
• Create and prepare invoices for funders (including Fedcap Canada) based on verified service data
• Maintain accurate records involving confidential client information in accordance with privacy and funding requirements
• Use advanced Excel formulas and structured tables to ensure data consistency and accuracy
• Communicate clearly and professionally with therapists, internal staff, and funders as required
• Identify discrepancies or issues and escalate them appropriately
• Follow established processes while remaining open to suggesting improvements to existing systems

Qualifications

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